Civic Intelligence

Source Capital Group Inc

Plan context: Source Capital Group 401K Retirement Plan

EIN 06-1398455 • Westport, CT • 16 filings • 3 plans

276 Post Road WestWestport, CT 06880
Current Snapshot

Latest Year

2016

2016 Participants

10

2016 Assets

$1,154,294

2016 Contributions

$33,986

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,154,294$577,147$0200120092016YearValue
$1,154,294Latest year 2016

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

27140200120092016YearValue
10Latest year 2016

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2016110$1,154,294$33,986$3,399iApproximate average salary by contribution assumption: employee only about $84,965 at 4% or $56,643 at 6%; with 50% employer match about $56,643 at 4% or $37,762 at 6%; with 100% employer match about $42,483 at 4% or $28,322 at 6%.
Source Capital Group 401K Retirement Plan-10$1,154,294$33,986$3,399iApproximate average salary by contribution assumption: employee only about $84,965 at 4% or $56,643 at 6%; with 50% employer match about $56,643 at 4% or $37,762 at 6%; with 100% employer match about $42,483 at 4% or $28,322 at 6%.
2015110$1,015,075$29,959$2,996iApproximate average salary by contribution assumption: employee only about $74,898 at 4% or $49,932 at 6%; with 50% employer match about $49,932 at 4% or $33,288 at 6%; with 100% employer match about $37,449 at 4% or $24,966 at 6%.
Source Capital Group 401K Retirement Plan-10$1,015,075$29,959$2,996iApproximate average salary by contribution assumption: employee only about $74,898 at 4% or $49,932 at 6%; with 50% employer match about $49,932 at 4% or $33,288 at 6%; with 100% employer match about $37,449 at 4% or $24,966 at 6%.
2014110$1,130,303$25,843$2,584iApproximate average salary by contribution assumption: employee only about $64,608 at 4% or $43,072 at 6%; with 50% employer match about $43,072 at 4% or $28,714 at 6%; with 100% employer match about $32,304 at 4% or $21,536 at 6%.
Source Capital Group 401K Retirement Plan-10$1,130,303$25,843$2,584iApproximate average salary by contribution assumption: employee only about $64,608 at 4% or $43,072 at 6%; with 50% employer match about $43,072 at 4% or $28,714 at 6%; with 100% employer match about $32,304 at 4% or $21,536 at 6%.
2013110$1,079,081$38,295$3,830iApproximate average salary by contribution assumption: employee only about $95,738 at 4% or $63,825 at 6%; with 50% employer match about $63,825 at 4% or $42,550 at 6%; with 100% employer match about $47,869 at 4% or $31,913 at 6%.
Source Capital Group 401K Retirement Plan-10$1,079,081$38,295$3,830iApproximate average salary by contribution assumption: employee only about $95,738 at 4% or $63,825 at 6%; with 50% employer match about $63,825 at 4% or $42,550 at 6%; with 100% employer match about $47,869 at 4% or $31,913 at 6%.
2012113$918,391$24,566$1,890iApproximate average salary by contribution assumption: employee only about $47,242 at 4% or $31,495 at 6%; with 50% employer match about $31,495 at 4% or $20,997 at 6%; with 100% employer match about $23,621 at 4% or $15,747 at 6%.
Source Capital Group 401K Retirement Plan-13$918,391$24,566$1,890iApproximate average salary by contribution assumption: employee only about $47,242 at 4% or $31,495 at 6%; with 50% employer match about $31,495 at 4% or $20,997 at 6%; with 100% employer match about $23,621 at 4% or $15,747 at 6%.
2011113$817,764$70,952$5,458iApproximate average salary by contribution assumption: employee only about $136,446 at 4% or $90,964 at 6%; with 50% employer match about $90,964 at 4% or $60,643 at 6%; with 100% employer match about $68,223 at 4% or $45,482 at 6%.
Source Capital Group 401K Retirement Plan-13$817,764$70,952$5,458iApproximate average salary by contribution assumption: employee only about $136,446 at 4% or $90,964 at 6%; with 50% employer match about $90,964 at 4% or $60,643 at 6%; with 100% employer match about $68,223 at 4% or $45,482 at 6%.
2010114$1,049,199$91,511$6,537iApproximate average salary by contribution assumption: employee only about $163,413 at 4% or $108,942 at 6%; with 50% employer match about $108,942 at 4% or $72,628 at 6%; with 100% employer match about $81,706 at 4% or $54,471 at 6%.
Source Capital Group 401K Retirement Plan-14$1,049,199$91,511$6,537iApproximate average salary by contribution assumption: employee only about $163,413 at 4% or $108,942 at 6%; with 50% employer match about $108,942 at 4% or $72,628 at 6%; with 100% employer match about $81,706 at 4% or $54,471 at 6%.
2009114$959,721$102,098$7,293iApproximate average salary by contribution assumption: employee only about $182,318 at 4% or $121,545 at 6%; with 50% employer match about $121,545 at 4% or $81,030 at 6%; with 100% employer match about $91,159 at 4% or $60,773 at 6%.
Source Capital Group 401K Retirement Plan-14$959,721$102,098$7,293iApproximate average salary by contribution assumption: employee only about $182,318 at 4% or $121,545 at 6%; with 50% employer match about $121,545 at 4% or $81,030 at 6%; with 100% employer match about $91,159 at 4% or $60,773 at 6%.
2008124$681,299$112,128$4,672iApproximate average salary by contribution assumption: employee only about $116,800 at 4% or $77,867 at 6%; with 50% employer match about $77,867 at 4% or $51,911 at 6%; with 100% employer match about $58,400 at 4% or $38,933 at 6%.
Source Capital Group 401K Retirement Plan-24$681,299$112,128$4,672iApproximate average salary by contribution assumption: employee only about $116,800 at 4% or $77,867 at 6%; with 50% employer match about $77,867 at 4% or $51,911 at 6%; with 100% employer match about $58,400 at 4% or $38,933 at 6%.
2007126$940,381$99,933$3,844iApproximate average salary by contribution assumption: employee only about $96,089 at 4% or $64,060 at 6%; with 50% employer match about $64,060 at 4% or $42,706 at 6%; with 100% employer match about $48,045 at 4% or $32,030 at 6%.
Source Capital Group 401K Retirement Plan-26$940,381$99,933$3,844iApproximate average salary by contribution assumption: employee only about $96,089 at 4% or $64,060 at 6%; with 50% employer match about $64,060 at 4% or $42,706 at 6%; with 100% employer match about $48,045 at 4% or $32,030 at 6%.
2006127$802,760$91,396$3,385iApproximate average salary by contribution assumption: employee only about $84,626 at 4% or $56,417 at 6%; with 50% employer match about $56,417 at 4% or $37,612 at 6%; with 100% employer match about $42,313 at 4% or $28,209 at 6%.
Source Capital Group 401K Retirement Plan-27$802,760$91,396$3,385iApproximate average salary by contribution assumption: employee only about $84,626 at 4% or $56,417 at 6%; with 50% employer match about $56,417 at 4% or $37,612 at 6%; with 100% employer match about $42,313 at 4% or $28,209 at 6%.
2005127$642,293$85,538$3,168iApproximate average salary by contribution assumption: employee only about $79,202 at 4% or $52,801 at 6%; with 50% employer match about $52,801 at 4% or $35,201 at 6%; with 100% employer match about $39,601 at 4% or $26,401 at 6%.
Source Capital Group 401K Retirement Plan-27$642,293$85,538$3,168iApproximate average salary by contribution assumption: employee only about $79,202 at 4% or $52,801 at 6%; with 50% employer match about $52,801 at 4% or $35,201 at 6%; with 100% employer match about $39,601 at 4% or $26,401 at 6%.
2004123$539,871$77,799$3,383iApproximate average salary by contribution assumption: employee only about $84,564 at 4% or $56,376 at 6%; with 50% employer match about $56,376 at 4% or $37,584 at 6%; with 100% employer match about $42,282 at 4% or $28,188 at 6%.
Source Capital Group 401K Retirement Plan-23$539,871$77,799$3,383iApproximate average salary by contribution assumption: employee only about $84,564 at 4% or $56,376 at 6%; with 50% employer match about $56,376 at 4% or $37,584 at 6%; with 100% employer match about $42,282 at 4% or $28,188 at 6%.
2003123$410,497$50,431$2,193iApproximate average salary by contribution assumption: employee only about $54,816 at 4% or $36,544 at 6%; with 50% employer match about $36,544 at 4% or $24,363 at 6%; with 100% employer match about $27,408 at 4% or $18,272 at 6%.
Source Capital Group 401K Retirement Plan-23$410,497$50,431$2,193iApproximate average salary by contribution assumption: employee only about $54,816 at 4% or $36,544 at 6%; with 50% employer match about $36,544 at 4% or $24,363 at 6%; with 100% employer match about $27,408 at 4% or $18,272 at 6%.
2002123$296,306$47,874$2,081iApproximate average salary by contribution assumption: employee only about $52,037 at 4% or $34,691 at 6%; with 50% employer match about $34,691 at 4% or $23,128 at 6%; with 100% employer match about $26,018 at 4% or $17,346 at 6%.
Source Capital Group 401K Retirement Plan-23$296,306$47,874$2,081iApproximate average salary by contribution assumption: employee only about $52,037 at 4% or $34,691 at 6%; with 50% employer match about $34,691 at 4% or $23,128 at 6%; with 100% employer match about $26,018 at 4% or $17,346 at 6%.
2001122$321,011$92,729$4,215iApproximate average salary by contribution assumption: employee only about $105,374 at 4% or $70,249 at 6%; with 50% employer match about $70,249 at 4% or $46,833 at 6%; with 100% employer match about $52,687 at 4% or $35,125 at 6%.
Source Capital Group 401K Retirement Plan-22$321,011$92,729$4,215iApproximate average salary by contribution assumption: employee only about $105,374 at 4% or $70,249 at 6%; with 50% employer match about $70,249 at 4% or $46,833 at 6%; with 100% employer match about $52,687 at 4% or $35,125 at 6%.